- Why is my Job Manager field in FYI resetting back to a different user?
- Does updating the Client Code in Xero Practice Manager affect FYI?
- What time does FYI synchronise with Xero Practice Manager?
- How do I add the 'Mobile number' for a Client in Xero Practice Manager?
- How do I add a Client, and add a Client to a Group, when integrated with Xero Practice Manager?
- How do I change the email address associated with an FYI user?
- What happens if an internal FYI user is set up as a Client or as a Contact in Xero Practice Manager?
- Do I have to set up the integration to Xero Ledger for every client?
- Can I automate the filing of ‘published’ reports in Xero Blue?
- Is there anything needed in FYI now we have transitioned to Silver ranking in Xero Practice Manager?
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync